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Forward Select Income Institutional (KIFYX)

On Nov 24: 19.28 USD  Up 0.10 (0.52%)  
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 FORWARD SELECT INCOME FUND CLAS Delayed quote dataEdit
Net Asset Value:19.28
Trade Time:Nov 24
Change:Up 0.10 (0.52%)
Prev Close:19.18
YTD Return*:60.18%
Net Assets*:139.30M
Yield*:11.78%
* As of 31-Oct-09
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 HEADLINES 
No headlines available for KIFYX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:5 stars
Total Assets:139.30M
Category:Real Estate
Total Expense Ratio:1.38%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:60.18%
5y Avg Return:-2.93%
Rank in Category (ytd):2
% Rank in Category (ytd):0.74%
Beta (3y):1.30
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks high current income and long-term growth of capital. The fund invests primarily in real estate securities, including securities issued by real estate investment trusts ("REITs"), master limited partnerships and other real estate companies. Investments in these issuers include preferred stock, convertible preferred stock, debt securities, and other senior securities. It may also invest in common stock, rights or warrants to purchase securities, and limited partnership interests. It is nondiversified.
Fund Profile


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